David Kelly, Chief Global Strategist at JPMorgan Asset Management, is sending out a warning shot — the Fed might cut rates too early, and that could fire up inflation again. 📉🔥

The Playbook from Kelly:

  • Don’t keep all your eggs in the U.S. basket 🥚🇺🇸

  • Diversify into alternatives (think gold, commodities)

  • Look abroad for international assets 🌏

The Golden Forecast:

  • JPMorgan sees gold potentially hitting $4,000/oz by Q1 2026 🏆

  • That’s nearly double today’s price range (~$2,300/oz)

  • Drivers? Rate cuts, inflation pressure, and central bank demand

    Why It Matters:

  • If the Fed cuts too soon → weaker USD → stronger gold appeal

  • Gold is a historical inflation hedge and a safe haven in market turbulence

  • More investors might rotate from risk assets into metals if uncertainty grows

📊 Key Watchpoints:

  • Fed meeting minutes (for early rate cut hints)

  • Gold’s breakout level near $2,400 resistance

  • U.S. inflation data trends

⚠️ DYOR. Not financial advice.

Stay sharp and stay informed

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